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Joel Greenblatt — Managing Principal & Co-CIO — portfolio photo

Joel Greenblatt
Portfolio: Top Holdings & Stock Picks

Gotham Asset Management, LLC

Joel Greenblatt (Gotham Asset Management, LLC) disclosed 1749 total holdings in its latest 13F filing dated 03/31/2026, with a portfolio value of $32.65 B and a turnover rate of 6.5%.

Portfolio Value
$32.65 B
Total Holdings
1749
Latest Filing
Q1 2026
May 15, 2026
Turnover Rate
6.53%

Joel Greenblatt Top Holdings of Q1 2026

Joel Greenblatt Top Holdings of Q1 2026
Ticker Name Shares Value % of Portfolio Time Held % Change
9.01 M $5.86 B 17.94% 5.2 Years +33.87%
2.87 M $729.2 M 2.23% >10 Years +83.88%
4.13 M $720.77 M 2.21% 6.2 Years +39.95%
16.98 M $600.66 M 1.84% 4.5 Years +1.51%
435,384 $284.4 M 0.87% 3.8 Years +6.79%
858,103 $168.36 M 0.52% 2.8 Years +11.93%
276,774 $165.39 M 0.51% 2.8 Years +53.26%
789,833 $164.5 M 0.50% 8.2 Years -20.50%
549,121 $157.91 M 0.48% 9.7 Years +5.36%
991,420 $149.53 M 0.46% 3.5 Years +0.13%

Recent Moves

Significant New Position
+288,620 Shares | +$106.99 M Value
Continues to build a major stake in the sector
Q1 2026
Added to Core Holding
+2.28 M Shares | +$1.48 B Value
Largest position increase in sector
Q1 2026
Reduced Exposure to Position
-124,034 Shares | -$78.8 M Value
Significant reduction in holdings of Technology
Q1 2026
Complete Exit
-1.24 M Shares | -$39.28 M Value
Cleared HI, sector remains in portfolio
Q1 2026

Joel Greenblatt's Historical Top Holdings Overview

Portfolio Date:

Joel Greenblatt Top Stock Picks

Ticker Name Date Activity Shares Shares Change Value Change
SPY
03/31/2026 Add 33.9% 9.01 M 2.28 M $1.48 B
03/31/2026 Add 83.9% 2.87 M 1.31 M $332.63 M
03/31/2026 Add 40.0% 4.13 M 1.18 M $205.74 M
IWV
03/31/2026 New Buy 288,620 288,620 $106.99 M
03/31/2026 Reduce -55.3% 100,459 -124,034 $78.8 M
BIL
03/31/2026 Reduce -57.2% 600,614 -802,364 $73.53 M
VOO
03/31/2026 Add 53.3% 276,774 96,178 $57.47 M
03/31/2026 Reduce -30.7% 1.24 M -549,044 $55.27 M
IWB
03/31/2026 Add 1535.2% 127,789 119,974 $42.78 M
03/31/2026 Reduce -20.5% 789,833 -203,617 $42.41 M

Joel Greenblatt's Portfolio Sector Breakdown

Portfolio Date:

About Joel Greenblatt

Joel Greenblatt is an American academic, hedge fund manager, and author. He is a professor at Columbia Business School and the co-founder of Gotham Asset Management. Greenblatt is famous for his book, "The Little Book That Beats the Market," which introduced his "Magic Formula" for investing to the general public. He is highly regarded for his ability to explain complex investment concepts in a simple, accessible way.

Frequently Asked Questions

As of 03/31/2026, Joel Greenblatt holds 1747 stocks. Top positions include SPY, AAPL, NVDA, GSPY, IVV. For full portfolio details, please visit Joel Greenblatt’s portfolio.

In Q1 2026, Joel Greenblatt’s largest purchase by dollar amount was IWV. For complete transaction details, please visit Joel Greenblatt’s portfolio.

According to the 13F filing for Q1 2026, Joel Greenblatt increased their stake in SPY.

Joel Greenblatt's firm may occasionally request confidential treatment under SEC rule 13F-HR, which allows temporary non-disclosure of certain positions.